The SBAI Toolbox of practical guidance and templates seeks to improve industry outcomes through education and standardisation for the Alternative Investment industry.

The SBAI Toolbox of guidance and templates are the result of collaboration, including within our Working Groups and Communities, with input from both institutional investors and asset managers to ensure that recommendations are suitable for the industry.

These Toolbox items are for practical use by the industry and are separate from the comply-or-explain approach to the Alternative Investment Standards. If you have any questions regarding our Toolbox items or would like to provide input, please contact [email protected].



Our guidance papers seek to educate and overview good practices across a range of topics including Responsible Investment, Governance, Culture & Diversity, and more.


Reporting & Templates

Our standardised tools and templates seek to promote transparency and better outcomes for managers and investors, while our DDQs help managers and investors prepare for due diligence.